Investment Trustee · Amerra Capital Management, LLC
Joseph A. Kaufman
CRD 8197499 · Named on Form ADV at one SEC-registered adviser
At a glance
Amerra Capital Management, LLC, an SEC-registered private fund adviser based in Englewood, NJ with $610 million in regulatory assets, lists Joseph A. Kaufman on its Form ADV as Investment Trustee, a control person.
Firms and roles
- Amerra Capital Management, LLCInvestment TrusteePrivate fund adviser · Englewood, NJ · $610M in regulatory assets
AtlasMembers
Joseph’s stakes and control
What Form ADV says they own at each firm, whether they control it, and how each firm is growing. Atlas members see all of it.
- Ownership stake at the firm
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- Control-person status
- 1 firmLocked
- When each role began
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- Each firm’s assets and growth
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Colleagues named on the same filings (6)
- Craig A. TashjianManaging Partner, Chief Investment Officer and Director, Amerra Capital Management, LLC
- Nancy L. Obler KaufmanPartner and Director, Amerra Capital Management, LLC
- Pat N. MorabitoPartner and Chief Risk Officer, Amerra Capital Management, LLC
- Stephen N. ButtonsChief Financial Officer, Amerra Capital Management, LLC
- Karl W. SchwarzfeldChief Operating Officer, Amerra Capital Management, LLC
1 more person named with Joseph on the same filings, with titles and firms. Free in Atlas with a free account.
See all 6 freeSomething wrong? Ask for a correction. Source: Schedules A and B of each firm’s latest Form ADV, filed with the SEC. For Joseph’s registrations, exams and any disclosures, see the SEC’s adviser search or FINRA BrokerCheck.